WFPAX Mutual Fund

WFPAX Mutual Fund

NAV$50.32
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Returns Overview

1 Month
+0.14%
3 Months
+3.58%
6 Months
+6.96%
YTD
+13.03%
1 Year
+16.22%
3 Years (annualized)
+10.37%
5 Years (annualized)
+8.40%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+9.54%
vs Peers
+3.49%

WFPAX Mutual Fund Performance

WFPAX performance across multiple time periods: 1-month 0.14%, YTD 13.03%, 1-year 16.22%, 3-year 10.37%, 5-year 8.40%, 10-year 10.00%.

WFPAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

WFPAX vs another fund shows side-by-side returns. WFPAX alternatives are available in the Mutual Fund Screener.